The Portfolio Office.A standing investment office by Prequate
A standing investment office for family offices, private equity, private credit and venture funds. One partner answers for the whole book.
Seven functions. Four movements. One book.
Scroll to walk the circle, or tap a node. Switch the lens above to see what applies to whom. The ring is Analyst On-Call.
0 · New opportunity reviews
Models rebuilt, prices tested against real comparables, structures drawn and negotiated. For one $3B fund: mandate to first offer in nine days.
The work, item by item.
Pick a function and we pull up its working parts, the same checklist our teams run on a live mandate.
PIOS came from doing the job, not designing it.
We ran the entire investments arm of a sovereign wealth fund. Sourcing, evaluation, closing, monitoring, all of it. We have also spent years inside funded companies, on the receiving end of investor reporting, which taught us which reports flatter. PIOS is that experience written down. Follow a holding through it:
The position has to be worth owning before it is worth an office. Models rebuilt, price tested, terms negotiated. Eighteen of twenty-two declined in our last full mandate; that discipline starts here.
One mandate, twelve months.
A sovereign wealth fund handed us its entire investments function: pipeline, evaluation, negotiation, closing, then the watch on what was closed. Twelve months, one team, full accountability.
Judge us the way you judge a team.
Five claims. Tap any of them for the number behind it.
Send the holding list.
We will find the opportunity.
Under NDA, to a practice head, not a mailbox. Two working days to a written view on what The Office would own first. If the diagnostic is not worth running, we will say so.